Filters

Fuzzy Logic on Street Address

When using ‘Fuzzy’ as your matching option within your filter configuration on a Street field, Cloudingo allows you some flexibility on how to determine the logic. Cloudingo will use a pre-set list of synonyms (like Avenue vs. Ave., Street vs St., etc.) The list is also configurable! So, if you need to add additional street […]

Anatomy of a Filter

The blue tiles on the dashboard represent individual filters that analyze your data in specific ways. At the top of each tile is a title, and a navigational menu for the individual filter. Beneath the first row is additional information about the filter, whether it is a Merge filter (like objects) or a Convert filter (cross objects), […]

Excluding Records From Filter Results

There may be times when you don’t want to merge or convert records that show up in your filter results. This could be because of your business rules or policies, or your data structure. What should you do with these records within a group of matches (or the entire group of records) that should not […]

Filter Library

The Filter Library serves as a backup area or archive for your filters. Two big benefits of the filter library are: To clean up and make your dashboard easier to use by adding and removing filters. If you have more than one org connected to Cloudingo (such as a Production org and a Sandbox org), […]

Using Email Username to Find Duplicates

A common method to find Salesforce duplicates is to use the username portion of an email address (the part before the @ sign) to find matches that have different email domains (the part after the @ sign). For example, you may wish to find matching records such as jwilliams@company.com and jwilliams@company.co.uk. Both email addresses have […]

Excluding Email Domains in Filters

If you would like to find duplicates based on matching email domains, you can exclude multiple domains (such as gmail.com, yahoo.com, hotmail.com, etc.) to narrow down your search. Step 1 In Salesforce you will need to create a new custom field on the object called Email Domain with the following settings: (Note: If your formula […]

Cross-Field Matching

You can use a filter to check two fields against each other to find duplicate matches using the ‘Cross-Matching Merge’ option. For example, if you have two email fields in Salesforce (such as Email and Alternate Email), you can compare them against each other using cross field matching. Another example would be Billing Address and […]

Custom Objects

In addition to the standard objects already supported (leads, contacts, accounts, and person accounts if enabled), Cloudingo can also be configured to allow for deduping and/or importing against your custom Salesforce objects (such as opportunities, cases, or other specific custom objects you have configured within your Salesforce org). To dedupe against one or more of […]

Match on Empty

When creating or editing filters, on Tab 2 you will have the option to match on empty. Match on empty will include records where the field value matches or is blank. IMPORTANT: Best practices determine that the “Match on Empty Field” should only be used for a secondary cleanse of the data. You will get […]

Choosing the Master Record

When creating or editing an automation rule, you will tell Cloudingo how to select the master record when merging a group of duplicates on Tab 2. The master record serves as the baseline for the final result. Master records are selected based on specific user-defined criteria and the ordering of the records within the group […]

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